3LCM

3D/L Capital Management Portfolio holdings

AUM $308M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$10.6M
3 +$7.24M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.44M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.42M

Top Sells

1 +$16M
2 +$14.5M
3 +$6.92M
4
AAPL icon
Apple
AAPL
+$6.39M
5
MSFT icon
Microsoft
MSFT
+$5.25M

Sector Composition

1 Healthcare 0.31%
2 Industrials 0.15%
3 Materials 0.11%
4 Financials 0.1%
5 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$281K 0.07%
+2,794
102
$278K 0.07%
+6,413
103
$276K 0.07%
12,459
+2,291
104
$275K 0.07%
+916
105
$268K 0.07%
+2,466
106
$268K 0.07%
+1,199
107
$260K 0.07%
+3,402
108
$253K 0.06%
+1,110
109
$248K 0.06%
+1,555
110
$233K 0.06%
+6,833
111
$226K 0.06%
+4,131
112
$223K 0.06%
12,465
-134
113
$215K 0.05%
+5,948
114
$211K 0.05%
+8,927
115
-36,764
116
-9,564
117
-25,353
118
-53,270
119
-2,927
120
-3,717
121
-4,720
122
-15,116
123
-3,152
124
-6,456
125
-3,878